Investmark Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investmark Advisory Group’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Buy	5,230 +11	+0.2%	+$2.41K	0.48%	49
2025 Q4	$1.1M	Buy	5,219 +61	+1%	+$12.6K	0.47%	50
2025 Q3	$1.05M	Sell	5,158 -6	-0.1%	-$1.19K	0.46%	50
2025 Q2	$1M	Buy	5,164 +7	+0.1%	+$1.3K	0.47%	49
2025 Q1	$970K	Buy	5,157 +7	+0.1%	+$1.33K	0.48%	43
2024 Q4	$953K	Buy	5,150 +9	+0.2%	+$1.73K	0.47%	46
2024 Q3	$976K	Buy	5,141 +9	+0.2%	+$1.64K	0.47%	45
2024 Q2	$895K	Buy	5,132 +6	+0.1%	+$1.05K	0.48%	45
2024 Q1	$918K	Buy	5,126 +129	+3%	+$21.8K	0.5%	46
2023 Q4	$826K	Buy	4,997 +6	+0.1%	+$927	0.48%	47
2023 Q3	$758K	Buy	4,991 +116	+2%	+$18.4K	0.51%	43
2023 Q2	$769K	Buy	4,875 +34	+0.7%	+$5.2K	0.51%	43
2023 Q1	$737K	Sell	4,841 -5,437	-53%	-$840K	0.54%	41
2022 Q4	$1.56M	Buy	10,278 +5,398	+111%	+$808K	1.16%	24
2022 Q3	$663K	Sell	4,880 -35	-0.7%	-$5.26K	0.6%	39
2022 Q2	$712K	Sell	4,915 -689	-12%	-$108K	0.7%	32
2022 Q1	$930K	Buy	5,604 +450	+9%	+$73.9K	0.96%	24
2021 Q4	$865K	Buy	+5,154	New	+$844K	0.81%	25

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investmark Advisory Group's IWD Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.21% in Q1 2026, buying an estimated $2.41K and bringing the position to 5,230 shares worth $1.12M. The position accounts for 0.48% of the portfolio, ranked #49.

Investmark Advisory Group first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q4 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Investmark Advisory Group held 5,230 shares of iShares Russell 1000 Value ETF worth $1.12M as of Q1 2026.
Investmark Advisory Group bought 11 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.41K.
iShares Russell 1000 Value ETF made up 0.48% of Investmark Advisory Group's portfolio in Q1 2026, its #49 holding.
Investmark Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.56M in Q4 2022.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.